LMR Partners’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

LMR Partners’s Portfolio XLU Stock Details XLU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-1,050,000	Closed	-$48.2M	–	1829
2026 Q1	$48.2M	Buy	+1,050,000	New	+$47.1M	0.11%	105
2025 Q2	–	Sell	-243,800	Closed	-$9.61M	–	1692
2025 Q1	$9.61M	Buy	+243,800	New	+$9.53M	0.09%	251
2024 Q1	–	Sell	-184,600	Closed	-$5.85M	–	1343
2023 Q4	$5.85M	Hold	184,600	–	–	0.07%	275
2023 Q3	$5.44M	Hold	184,600	–	–	0.06%	242
2023 Q2	$6.04M	Buy	+184,600	New	+$6.21M	0.07%	234

Other funds holding XLU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LMR Partners's XLU Position: Q2 2026 in Review

LMR Partners sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q2 2026, closing a stake of 19,304 shares — an estimated $886K sold.

LMR Partners first reported a position in XLU in Q2 2016 and held it in 6 quarters. The position peaked at $15.7M in Q2 2016. 1,581 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

LMR Partners reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
LMR Partners sold 19,304 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $886K.
LMR Partners first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2016 and held it in 6 quarters.
LMR Partners's State Street Utilities Select Sector SPDR ETF position peaked at $15.7M in Q2 2016.
1,581 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on LMR Partners's 13F filing for Q2 2026, filed 14 Aug 2026.